① Northbound capital was net sold for many consecutive days, but the dividend stock Changjiang Electric Power bucked the trend and was net bought for 3 consecutive trading days. ② AI glasses concept stocks have soared, and institutions are actively seeking funding. Among them, Schubaider was bought by two institutions for nearly 40 million.
The net sales of Shanghai and Shenzhen Stock Connect were significant today, with net purchases of Changjiang Electric Power ranked first, and net sales of Kweichow Moutai topped the list. In terms of the main capital of the sector, the electronic sector had the highest net inflow. In terms of ETF transactions, gold ETF (159934) turnover increased 293% month-on-month. In terms of futures positions, the number of IC contract long positions added is greater than the number of short positions. In terms of the Dragon Tiger List, Weihua New Materials was sold by the agency for over 60 million; Dongfang Electric sold 0.261 billion; Poly was jointly bought by two first-tier tourist seats; Jinlong Auto was bought by Oriental Securities Shanghai Yuanshen Road Sales Department for over 70 million; and Doctor Glasses was sold over 20 million in quantitative seats by a company.
1. The top ten transactions of the Shanghai and Shenzhen Stock Exchange
Northbound Capital had a net sale of 7.166 billion yuan throughout the day, of which Shanghai Stock Connect had a net sale of 3.061 billion yuan and Shenzhen Stock Connect had a net sale of 4.106 billion yuan.
Among the top ten transactions of the Shanghai and Shenzhen Stock Connect markets, the majority of individual stocks were net sold. In terms of net purchases, Changjiang Electric Power had the highest net purchases. The stock had been net bought for 3 consecutive trading days; IFF's net purchases were in second place, and the net purchases of the remaining individual stocks were less than 100 million yuan.In terms of net sales, Kweichow Moutai had the highest net sales, while Wanhua Chemical and Tongwei Co., Ltd. ranked second and third in net sales.
2. The main capital of individual stocks in the sector
Judging from sector performance, sectors such as AI glasses, gaming, consumer electronics, and Tibet registered the highest gains, while sectors such as wind power equipment, CRO, pork, and vitamins registered the highest declines.
Judging from the capital monitoring data of the main sector, the cultural media sector continued to have the highest net inflow of main capital.In terms of capital outflows from the sector, the pharmaceutical sector has the highest net outflow of major capital.
Judging from monitoring data on the main capital of individual stocks, the net inflow of main capital into the top ten individual stock sectors is quite chaotic, with Shanghai Beiling leading the net inflow.The main capital outflows to the top ten individual stock sectors are quite chaotic, with Cyrus leading the net outflow.
3. ETF Transactions
Looking at the top ten ETFs by turnover, the Shanghai and Shenzhen 300 ETF (510300) ranked first in terms of turnover, and the two NASDAQ ETFs ranked in the top five.
Looking at the top ten ETFs with a month-on-month increase in turnover, the gold ETF (159934) ranked first with 293% month-on-month increase in turnover; bank ETF (512800) ranked second; and gaming ETF (159869) ranked third with a 113% month-on-month increase in turnover.4. Futures Index Positions
The four major futures indicate that both long and short positions on the main contract have increased, and the number of short positions added to IH, IF, and IM contracts is higher; the number of long positions added to the IC contract is clearly greater than the number of short positions.5. Dragon Tiger List
1. Agency
The institutional activity of the Dragon Tiger List is average. In terms of purchases, the AI glasses concept stock Schubaide was bought by institutions for nearly 40 million.In terms of sales, the new stock Weihua New Materials was sold by the agency for more than 60 million; the nuclear power stock Dongfang Electric was sold 0.261 billion by the agency.
2. Tourist capital
First-tier tourism activity is average. The AI glasses concept Longqi Technology was bought for nearly 50 million first-tier passenger seats; Minbang Concept Stock Poly was jointly bought by two first-tier passenger seats; and the intelligent driving concept stock Jinlong Auto was bought by Oriental Securities's Shanghai Yuanshen Road Sales Department.Quantitative capital activity is average, and Doctor Glasses was sold for over 20 million in quantitative seats by a single family.